Deep-dives Update: TravelSky (696 HK) GDS monopoly turned into a SaaS growth story at 11x P/E , and Michael Fritzell 19 April 2026
Deep-dives Midea (300 HK) Home appliances giant at 13x P/E with a hidden robotics asset , and Michael Fritzell 18 January 2026
Mainland China Golden Throat (6896 HK) China’s leading lozenge maker at 10x P/E and a 10% dividend yield , and Michael Fritzell 31 August 2025
Mainland China Haier D-share (690D GR) — 2025 update World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes , and Michael Fritzell 10 August 2025
Insiders Insider activity April 2026 Asia transaction is data still bullish , and Michael Fritzell 12 May 2026
Thematic reports Travel Notes: Omaha I visited the 2026 Berkshire Hathaway AGM , and Michael Fritzell 4 May 2026
Thematic reports Interview: Ruchir Desai From Asia Frontier Capital , and Michael Fritzell 3 May 2026